Personal Cfo Solutions, LLC Spdr Bloomberg High Yield Bond Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 16,676 shares of JNK stock, worth $1.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

16,676

Previous 16,276 2.46%

Holding current value

$1.6 Million

Previous $1.59 Million 0.06%

% of portfolio

0.32%

Previous 0.23%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$94.77 - $97.36 $37,908 - $38,944	400 Added 2.46%	16,676 $1.59 Million
Q3 2024 Nov 14, 2024	SELL	$93.65 - $97.81 $56,470 - $58,979	-603 Reduced 3.57%	16,276 $1.59 Million
Q2 2024 Aug 09, 2024	SELL	$92.57 - $94.69 $107,844 - $110,313	-1,165 Reduced 6.46%	16,879 $1.59 Million
Q1 2024 May 13, 2024	SELL	$93.76 - $95.35 $87,665 - $89,152	-935 Reduced 4.93%	18,044 $1.72 Million
Q4 2023 Feb 13, 2024	SELL	$87.96 - $95.4 $126,926 - $137,662	-1,443 Reduced 7.07%	18,979 $1.8 Million
Q3 2023 Nov 13, 2023	SELL	$90.07 - $92.79 $160,234 - $165,073	-1,779 Reduced 8.01%	20,422 $1.85 Million
Q2 2023 Aug 10, 2023	BUY	$90.21 - $92.61 $1.78 Million - $1.83 Million	19,744 Added 803.58%	22,201 $2.04 Million
Q1 2023 May 09, 2023	SELL	$89.57 - $94.63 $1.94 Million - $2.05 Million	-21,657 Reduced 89.81%	2,457 $228,000
Q4 2022 Feb 14, 2023	BUY	$87.45 - $93.18 $1.89 Million - $2.02 Million	21,657 Added 881.44%	24,114 $2.17 Million
Q3 2022 Nov 01, 2022	SELL	$87.57 - $97.57 $1,576 - $1,756	-18 Reduced 0.73%	2,457 $216,000
Q1 2022 May 02, 2022	SELL	$99.6 - $108.5 $1.04 Million - $1.14 Million	-10,462 Reduced 80.87%	2,475 $254,000
Q4 2021 Feb 11, 2022	BUY	$106.55 - $109.3 $55,086 - $56,508	517 Added 4.16%	12,937 $1.41 Million
Q3 2021 Nov 18, 2021	SELL	$108.65 - $110.11 $45,850 - $46,466	-422 Reduced 3.29%	12,420 $1.36 Million
Q2 2021 Jul 22, 2021	BUY	$108.15 - $109.98 $83,167 - $84,574	769 Added 6.37%	12,842 $1.41 Million
Q1 2021 Apr 21, 2021	BUY	$107.06 - $109.64 $7,708 - $7,894	72 Added 0.6%	12,073 $1.31 Million
Q4 2020 Feb 09, 2021	BUY	$103.81 - $108.94 $61,247 - $64,274	590 Added 5.17%	12,001 $1.31 Million
Q3 2020 Nov 02, 2020	BUY	$100.95 - $106.1 $1.15 Million - $1.21 Million	11,411 New	11,411 $1,000
Q2 2020 Aug 03, 2020	SELL	$90.54 - $104.76 $1.49 Million - $1.73 Million	-16,501 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$84.57 - $110.24 $390,290 - $508,757	4,615 Added 38.83%	16,501 $1.56 Million
Q4 2019 Feb 13, 2020	BUY	$107.21 - $109.95 $21,549 - $22,099	201 Added 1.72%	11,886 $1.3 Million
Q3 2019 Nov 13, 2019	BUY	$106.71 - $109.19 $1.25 Million - $1.28 Million	11,685 New	11,685 $1.28 Million

Others Institutions Holding JNK

# of Institutions

628

Shares Held

77.8M

Call Options Held

51.9K

Put Options Held

76.9K

View Full List

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
Sector ETFs
Industry ETFs

More about JNK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

Personal Cfo Solutions, LLC Spdr Bloomberg High Yield Bond Transaction History